iShares S&P MidCap 400 Growth shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $73k | 725 | 100.62 |
| 2025-12-31 | $70k | 725 | 96.88 |
| 2025-09-30 | $70k | 725 | 95.89 |
| 2025-06-30 | $66k | 725 | 90.98 |
| 2025-03-31 | $144k | 1.7k | 83.28 |
| 2024-12-31 | $157k | 1.7k | 90.93 |
| 2024-09-30 | $159k | 1.7k | 91.93 |
| 2024-06-30 | $64k | 725 | 88.11 |
| 2024-03-31 | $66k | 725 | 91.25 |
| 2023-12-31 | $57k | 725 | 79.22 |
| 2023-09-30 | $52k | 725 | 72.24 |
| 2023-06-30 | $54k | 725 | 75.00 |
| 2023-03-31 | $52k | 725 | 71.51 |
| 2022-12-31 | $50k | 725 | 68.30 |
| 2022-09-30 | $21k | 328 | 64.02 |
| 2022-06-30 | $21k | 328 | 64.02 |
| 2022-03-31 | $25k | 328 | 76.22 |
| 2021-12-31 | $28k | 328 | 85.37 |
| 2021-09-30 | $26k | 328 | 79.27 |
| 2021-06-30 | $27k | 328 | 82.32 |
| 2021-03-31 | $26k | 328 | 79.27 |
| 2020-12-31 | $24k | 328 | 73.17 |
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